Data Aggregation Software
Data Aggregation Software
Data aggregation software provides sophisticated capabilities to consolidate financial data from multiple custodians, banks, and financial institutions, delivering real-time portfolio insights and comprehensive account visibility for investment management and wealth planning through automated data collection and standardization.
What is Data Aggregation Software?
Data aggregation software provides sophisticated capabilities to consolidate financial data from multiple custodians, banks, and financial institutions, delivering real-time portfolio insights and comprehensive account visibility for investment management and wealth planning through automated data collection and standardization.
Who Needs It?
Financial data aggregation software is a specialized technology platform that consolidates financial data from multiple sources including custodians, banks, investment platforms, and alternative investment providers. These systems provide real-time data feeds and comprehensive account aggregation for portfolio management, wealth planning, and investment analysis purposes.
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